Aptus July Buffer ETFJULBETF
13F holders, Q4 2025 (December 31)6holders
$25.60avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Aptus July Buffer ETF (JULB) in their 13F filings. The largest holders were KFG Wealth Management, LLC ($16.4M), Aptus Capital Advisors, LLC ($1.2M) and Guardian Wealth Advisors, LLC / NC ($1.1M).
- Company
- Aptus July Buffer ETF
- Filed as
- ETF SER SOLUTIONS (Q4 2025)
- CUSIP
- 268961869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $19.7M |
| Exits | 0 | $0 |
Ownership 6 holders
| KFG Wealth Management, LLC | 2.19% | New | 639,592 | $16.4M |
| Aptus Capital Advisors, LLC | 0.01% | New | 45,458 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.07% | New | 43,302 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 29,694 | $760K |
| Kovack Advisors, Inc. | 0.01% | New | 9,866 | $253K |
| UBS Group AG | 0.00% | New | 786 | $20K |
"% of holder's portfolio" is JULB's weight in each manager's 13F, not the share of Aptus July Buffer ETF the manager owns.